DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Coastal Bridge Advisors

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Paul Andrew SquarciaOne Charles Private Wealth independent RIACoastal Bridge Advisors independent RIARIA to RIAAug 28, 2026Aug 4, 2026
Erik Randall WallinOne Charles Private Wealth independent RIACoastal Bridge Advisors independent RIARIA to RIAAug 28, 2026Jul 20, 2026
Jack Wilson MccartyOne Charles Private Wealth independent RIACoastal Bridge Advisors independent RIARIA to RIAAug 28, 2026Aug 11, 2026
Veronica Anne WalshOne Charles Private Wealth independent RIACoastal Bridge Advisors independent RIARIA to RIAAug 28, 2026Aug 11, 2026
Oscar Cole BuntingOne Charles Private Wealth independent RIACoastal Bridge Advisors independent RIARIA to RIAAug 28, 2026Aug 11, 2026
Adam Michael SousaOne Charles Private Wealth independent RIACoastal Bridge Advisors independent RIARIA to RIAAug 28, 2026Aug 11, 2026
Shelly Halford BakerWaddell & Associates, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 16, 2026Jul 9, 2026
David Sewall WaddellWaddell & Associates, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 16, 2026Jul 9, 2026
Carol Lee RoyerWaddell & Associates, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 16, 2026Jul 9, 2026
Perry Jenkins GreenWaddell & Associates, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 16, 2026Jul 9, 2026
Michael BartlettWaddell & Associates, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 16, 2026Jul 9, 2026
Matthew John GentzkowWaddell & Associates, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 16, 2026Jul 9, 2026
Sean Embry GouldWaddell & Associates, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 16, 2026Jul 9, 2026
Lukas Brian HooperWaddell & Associates, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 16, 2026Jul 19, 2026
Alexa Verzosa AlcalaWaddell & Associates, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 16, 2026Jul 9, 2026
Robert James GrahamWaddell & Associates, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 16, 2026Jul 9, 2026
Ines Seferi KasdorfAshton Thomas Private Wealth independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 17, 2025Oct 29, 2025 (104 d)
Michael Francis MahoneyTrinitypoint Wealth, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJan 28, 2025Jan 17, 2025
Eric Joseph PasseriTrinitypoint Wealth, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJan 28, 2025Jan 27, 2025
William Michael SmileyTrinitypoint Wealth, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJan 28, 2025Jan 24, 2025
James Andrew BetzigTrinitypoint Wealth, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJan 28, 2025Jan 24, 2025
Lise Marie RobinsonTrinitypoint Wealth, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJan 28, 2025Jan 27, 2025
Jana M L'EtoileTrinitypoint Wealth, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJan 28, 2025Jan 24, 2025
Dana Rose MascaloTrinitypoint Wealth, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJan 28, 2025Jan 24, 2025
Joseph Robert RomanoTrinitypoint Wealth, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJan 28, 2025Jan 24, 2025
Matthew Charles CoutcherTrinitypoint Wealth, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJan 28, 2025Jan 24, 2025
Kristopher Alexander RoperTrinitypoint Wealth, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJan 28, 2025Jan 17, 2025
Matthew Robert MariniMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCoastal Bridge Advisors independent RIAWirehouse to independent RIAJan 24, 2023Feb 1, 2023
Ryan David VogelMorgan Stanley wirehouseCoastal Bridge Advisors independent RIAWirehouse to independent RIAAug 31, 2022Jan 4, 2024 (491 d)
Olga Deperio FlorescaNeuberger Berman Bd LLC no RAUMCoastal Bridge Advisors independent RIAOtherMay 25, 2021Jun 8, 2021
Henry HabgoodHillview Capital Advisors, LLC independent RIACoastal Bridge Advisors independent RIARIA to RIAJul 31, 2019Aug 9, 2019
Christopher Nicholas SceusaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCoastal Bridge Advisors independent RIAWirehouse to independent RIANov 16, 2017Aug 27, 2018 (284 d)
Nicholas Edward ZaccourSnowden Capital Advisors LLC otherCoastal Bridge Advisors otherOtherJun 15, 2017Aug 11, 2017 (57 d)
Christopher Laurence SwaineE*Trade Capital Management, LLC otherCoastal Bridge Advisors otherOtherFeb 23, 2017Mar 8, 2017
David Sanford JamesUBS Financial Services Inc. wirehouseCoastal Bridge Advisors independent RIAWirehouse to independent RIASep 9, 2016Nov 26, 2025 (3365 d)
Kimberly Rae NelsonUBS Financial Services Inc. wirehouseCoastal Bridge Advisors independent RIAWirehouse to independent RIASep 9, 2016Sep 18, 2025 (3296 d)
Elizabeth Haley RockwellChronogram Corporation otherCoastal Bridge Advisors otherOtherJul 26, 2013Nov 30, 2012
Matthew H WuMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCoastal Bridge Advisors otherOtherJul 10, 2013Apr 7, 2014 (271 d)
Kevin Gerard BurnsLlbh Group Private Wealth Management, LLC unclassifiedCoastal Bridge Advisors otherOtherJan 20, 2010Jan 21, 2010
William Patrick LoftusLlbh Group Private Wealth Management, LLC unclassifiedCoastal Bridge Advisors otherOtherJan 20, 2010Jan 21, 2010
James Kevin Pratt-HeaneyLlbh Group Private Wealth Management, LLC unclassifiedCoastal Bridge Advisors otherOtherJan 20, 2010Jan 20, 2010
Michael John KazakewichLlbh Group Private Wealth Management, LLC unclassifiedCoastal Bridge Advisors otherOtherJan 20, 2010Jan 20, 2010
Jeffrey Zera KalaposMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseCoastal Bridge Advisors otherOtherSep 20, 2007May 1, 2014 (2415 d)
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43 moves match.